Services

CORE SERVICES • TAX & ACCOUNTING

Tax & Accounting Services

We provide structured tax compliance and accounting services for individuals and businesses across Canada. Certain services are offered on a case-by-case basis depending on complexity and documentation quality.

ADVANCED & SPECIALIZED TAX SERVICES

Specialized & Case-by-Case Tax Matters

These services involve complex tax situations and are handled on a case-by-case basis. An initial review or consultation may be required before confirming scope, pricing, and timelines. Engagement depends on documentation quality, residency status, and applicable tax legislation.

Registered Charity Return (T3010)

Preparation and filing of the annual T3010 return for registered charities. Includes review of revenues, expenses, compliance requirements, and CRA disclosures.

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Final & Estate Tax Returns

Preparation of final (terminal) tax returns and estate filings following a death, including income reporting, deductions, and CRA compliance.

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Non-Resident Clearance Certificate (T2062 / T2062A)

Assistance with CRA clearance certificate applications for non-residents disposing of Canadian property, including gain calculations and required documentation.

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Underused Housing Tax (UHT) Return

Analysis and filing of Underused Housing Tax returns, including exemption reviews, ownership structure analysis, and CRA reporting requirements.

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Scope & Engagement Limitations

Services We Do Not Provide

To ensure compliance, quality, and efficiency, certain tax matters fall outside the scope of our services.
If your situation includes any of the items below, we may not be able to assist, or a referral to a specialized professional may be required.

• Bankruptcy and insolvency filings
• Agricultural or farming income
• Complex offshore or multi-jurisdiction tax structures

• Specified foreign property reporting (T1135) may be accepted on a case-by-case basis
• Foreign-source income subject to jurisdiction and documentation review

• Split engagements where spouses choose different tax preparers.
To ensure accuracy and compliance, we require preparing returns for both spouses when filing as a couple.

• Short-term rental (Airbnb) income subject to complexity and compliance review

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Prendre rendez-vous

Envoyez-nous un e-mail avec quelques détails et nous fixerons un rendez-vous avec vous.

TESTIMONIALS

CE QUE NOS CLIENTS ONT À DIRE

David Johnston

Ottawa, ON

Nous l'avons fait sur place et avions un rapport prêt en 30 minutes. Un travail étonnant, merci Lionel pour votre expertise et votre traitement rapide de ma situation.

Ashley Lee

Ottawa, ON

Il sait ce qu'il fait et répond très patiemment à vos questions. Je le recommande vivement à toute personne qui cherche à remplir des déclarations d'impôts.

Mason Brown

Ottawa, ON

Simple, accommodant, bien informé et fiable. Nous revenons depuis 3 ans maintenant. Très satisfaits 🙂

Albert Robert

Ottawa, ON

Excellent service ! Lionel a été très patient avec moi et s'est assuré que je recevais chaque centime auquel j'avais droit ! Très apprécié.

Aaron Robertson

Ottawa, ON

Lionel a été très utile et efficace pendant la saison des impôts. Je vais le recommander à mes troupes à Ottawa, au Canada et à l'étranger !

Frank Robert

Ottawa, ON

Je suis très heureux d'avoir choisi de faire appel à Proficiency Tax pour mes impôts sur les sociétés et sur les particuliers. Lionel fournit toujours un service de premier ordre !